AN AFFINSYS PRODUCT001
Conversion
Present relevant recommendations, offers and bundles with configurable triggers for the right moment.
Personalised CX
Move from static content to dynamic, hyper-personalized insurance journeys.
Use customer data, interaction history and real-time context to understand needs, anticipate intent and deliver relevant recommendations, offers and next-best actions for prospects and existing customers.
PROFILE35+ signals
Clickstream, location, device and digital footprint.
CONTEXT100s of attributes
Demographics, transactions and journey stage.
PREDICTNext Best Action
Turn insight into a real-time recommendation.
ACTIVATETargeted Campaigns
Personalise engagement across channels.
NEXT
BEST
ACTION
BEST
ACTION
Core capabilities
Built for insurance journeys that need to move faster.
Use customer data, interaction history and real-time context to understand needs, anticipate intent and deliver relevant recommendations, offers and next-best actions for prospects and existing customers.
002
Cross-sell & Upsell
Increase revenue with micro-targeted recommendations across own and partner products.
003
Digital Engagement
Deliver proactive service, relevant advice and offers based on live customer context.
004
Customer Retention
Identify at-risk customers and trigger dynamic offers and interventions to prevent attrition.
Recommendation engine
01Behavioral Insurance
02360° Customer View
03Anonymous Personalisation
04Proactive Service
05Explainable AI
06Context Pairing
07Hyper-targeted Campaigns
08Analytics
Agentic AI orchestration
From customer insight to autonomous next-best action
Instead of stopping at conversation or recommendations, InsureBuddy agents understand context, reason across customer and policy data, coordinate tasks and execute the next best action with guardrails and human escalation.
STEP 01
Sense
Combine structured and unstructured data with current behaviour and conversation context.
STEP 02
Profile
Create dynamic personas and a 360-degree view of the customer journey.
STEP 03
Predict
Identify needs, propensity and the next best action for the micro-moment.
STEP 04
Personalise
Adapt content, product recommendations, bundles and offers.
STEP 05
Activate
Launch or trigger the action across digital channels and measure response.
Business impact
Designed to improve experience and operational performance together.
35+Signals for anonymous-user personalisation
360°Customer and journey context
Real-timeNext-best-action recommendations
Turn every insurance interaction into an intelligent journey.
See how InsureBuddy.ai can bring agentic AI into your existing insurance ecosystem.